RK
Ronald G. Kiser
KESTRA PRIVATE WEALTH SERVICES
Virginia Beach, VA 23462
Some features on this profile are disabled
CRD#: 3228861
RK
Professional summary
Ronald Gray Kiser JR is a registered financial advisor currently at KESTRA PRIVATE WEALTH SERVICES, LLC located in Virginia Beach, Virginia and KESTRA INVESTMENT SERVICES, LLC located in Exmore, Virginia.
Ronald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Ronald has worked at 7 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 4, Series 53, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Business Name: R&T properties Investment Related: Yes Address: 606 Goldsboro Ave Virginia Beach VA 23451 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 6/2/2004 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Silent partner Business Name: East Front Cabinets Investment Related: No Address: 5595 Raby rd Norfolk VA 23502 Nature of Business: Other Other/None of the Above Selling of cabinets to the public Position, Title or Relationship: Sales manager Start Date: 1/2/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I consult with our ceo on sales ideas two times a month Business Name: FREEDOM FIDUCIARY ADVISOR POSITION: financial advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 130 START DATE: 06/24/2021 ADDRESS: 606 Goldsboro Ave, Virginia Beach VA 23451, United States DESCRIPTION: Advise clients on best investment solution based on needs and goals Business Name: R&T PROPERTIES POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 06/02/2004 ADDRESS: 606 Goldsboro Ave, Virginia Beach VA 23451, United States DESCRIPTION: Silent Partner Business Name: EAST FRONT CABINETS POSITION: Sales Manager NATURE: selling cabinets to the public INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2017 ADDRESS: 5595 Raby Rd, Norfolk VA 23502, United States DESCRIPTION: I consult with our CEO on sales ideas two times a month. Business Name: MAKE MONEY TUESDAY POSITION: 50% owner of the LLC NATURE: using this LLC to fund payroll for support staff INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/15/2021 ADDRESS: 4445 Corporation Lane, virginia beach VA 23462, United States DESCRIPTION: This LLC is being set up to pay our employees. My only obligation for this LLC is writing checks for payroll. Business Name: MM MAGIC RENTALS POSITION: owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/10/2022 ADDRESS: 606 Goldsboro Avenue, Virginia Beach VA 23451-4767, United States DESCRIPTION: none, property manager handles all aspects.
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Gray Kiser JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 23, 2021 - Present
KESTRA PRIVATE WEALTH SERVICES, LLC
Office #1: 4445 Corporation Lane Ste 200, Virginia Beach, VA 23462Office #2: 4376 Lankford Hwy Unit B, Exmore, VA 23350RIA
CRD#: 155193
Virginia Beach, VA
Current
June 23, 2021 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 4376 Lankford Hwy Unit B, Exmore, VA 23350Office #2: 3704 Pacific Avenue Suite 200, Virginia Beach, VA 23451BD
CRD#: 42046
Exmore, VA
Past
September 27, 2016 - June 18, 2021
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
ROANOKE, VA
Past
March 7, 2005 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
NORFOLK, VA
Past
January 11, 2005 - June 18, 2021
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
NORFOLK, VA
Past
March 25, 2002 - December 7, 2004
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
January 3, 2001 - November 5, 2001
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
BOSTON, MA
Past
June 16, 1999 - December 31, 1999
CAPITAL BROKERAGE CORPORATION
BD
CRD#: 10465
GLEN ALLEN, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/24/2021)
RR
Colorado(5/16/2024)
RR
Florida(9/22/2021)
RR
Georgia(6/23/2021)
RR
Maryland(4/25/2023)
RR
Michigan(6/23/2021)
RR
Nevada(6/23/2021)
RR
North Carolina(6/25/2021)
RR
Ohio(7/23/2021)
RR
Pennsylvania(6/29/2021)
RR
South Carolina(9/8/2025)
RR
Tennessee(8/27/2024)
RR
Virginia(6/23/2021)
IAR
Virginia(6/23/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
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Contact information
Main Address
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
198
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 27,816 |
| AUM (Assets Under Management) | $ 10,210,576,595 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
